IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.

Starbucks announced that it would use AI-developed internal software to replace IBM's device maintenance management system, cutting its technical budget by about $30 million annually. Although Starbucks tried to build its own AI software, it recently was forced to cancel the project and resume manual inventory due to inaccurate inventory tracking system. This fully proves that non-tech companies have very little fault tolerance for trying to "full self-developed AI replacement", and that the enterprise-level services of traditional IT giants are not as fragile as the market expects.

Financial Times reveal a structural twist that was undervalued by Wall Street: DoorDash, Siemens, Airbnb and other European and American leaders are introducing Chinese open source models such as DeepSeek and 2513.hk on a large scale. The drive is extremely pure: survival and cost reduction. The call cost of the Chinese model is only 1/10 to 1/60 of the closed model in the US, significantly lowering the operating costs of generative AI. 

$淮北綠金股份(02450)$  

$香港交易所(00388)$  

Three merchant ships passing through the Strait of Hormuz were attacked by Iranian Revolutionary Guard (IRGC) drones and missiles. Attacked ships include Qatar's giant LNG (LNG) transport ship Al Rekayyat (which was precisely struck by a drone above its engine room and caused a fire, forcing the crew to abandon the ship collectively) and Saudi Arabia's super large crude oil tanker Wedyan. The conflict was triggered by Oman's attempt to open a new shipping route close to the Oman coast, free from safe tolls, and Iran's attempt to cover its high cost of security maintenance by imposing strait tolls and use it as a bargaining chip with the United States. In response, US Central Command (CENTCOM) quickly carried out large-scale retaliatory airstrike, accurately destroying more than 80 military

Funds withdrawn from chip stocks did not enter defensive cash or outflow markets but instead went into sectors that were previously heavily undervalued but also benefited from macroeconomic resilience, such as consumption, transportation, regional banks and biotech. This structural market wide expansion essentially calmed down the downside risks brought by the correction of technology stocks, indicating that the market bull market structure remains solid and is only a healthy valuation rebalancing.

Samsung Electronics has just delivered a stunning “Surface Strongest Financial Report”—single-quarter operating profit surged 18 times year-on-year, directly surpassing tech giants such as Nvidia and Apple to top the world’s most profitable company in a single quarter. However, extremely ironically, at the moment when this "epic" positive announcement, the South Korean Composite Index (KOSPI) suffered a full bloodbath after opening today (7th) $南方兩倍做多海力士(07709)$ 。。。。

$淮北綠金股份(02450)$  

$淮北綠金股份(02450)$  

I'd rather be optimistic and wrong than pessimistic and right

The flow of global capital is ruthlessly revealing the cold truth of this wealth grab. Funds completely disregard the hawkish signal that the Fed might raise interest rates early in October are abandoning Europe and China at historic extreme speeds and pouring into US assets frantically.

$淮北綠金股份(02450)$  

$香港交易所(00388)$  

$FI2 CSOP HSI(07500)$ Based on the provided information, the Hang Seng Index (HSI) declined today, June 16, 2026, while Wall Street showed signs of recovery. This divergence is driven by specific regional pressures on Hong Kong-listed stocks, particularly in the tech and AI sectors

$香港交易所(00388)$